Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.9B
AUM Growth
-$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,763
New
Increased
Reduced
Closed

Top Buys

1 +$601M
2 +$478M
3 +$353M
4
IBB icon
iShares Biotechnology ETF
IBB
+$300M
5
BPL
Buckeye Partners, L.P.
BPL
+$264M

Sector Composition

1 Technology 15.81%
2 Healthcare 11.73%
3 Financials 9.49%
4 Consumer Discretionary 9.24%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$2.47M ﹤0.01%
28,312
-10,689
1552
$2.47M ﹤0.01%
94,811
+90,628
1553
$2.47M ﹤0.01%
105,352
-5,830
1554
$2.47M ﹤0.01%
119,588
-220,153
1555
$2.46M ﹤0.01%
21,630
+14,130
1556
$2.46M ﹤0.01%
18,807
-8,849
1557
$2.46M ﹤0.01%
385,569
+27,734
1558
$2.46M ﹤0.01%
130,794
-11,497
1559
$2.46M ﹤0.01%
41,228
+19,024
1560
$2.46M ﹤0.01%
44,116
+888
1561
$2.46M ﹤0.01%
70,351
+13,355
1562
$2.45M ﹤0.01%
53,424
+8,729
1563
$2.45M ﹤0.01%
120,262
-115,283
1564
$2.44M ﹤0.01%
80,154
+8,527
1565
$2.44M ﹤0.01%
87,174
+22,795
1566
$2.44M ﹤0.01%
545,168
-254,868
1567
$2.43M ﹤0.01%
107,551
-357,393
1568
$2.43M ﹤0.01%
26,904
-12,131
1569
$2.42M ﹤0.01%
36,097
-674
1570
$2.42M ﹤0.01%
92,728
-72,944
1571
$2.42M ﹤0.01%
37,397
-24,923
1572
$2.41M ﹤0.01%
74,460
-10,935
1573
$2.41M ﹤0.01%
31,339
-12,120
1574
$2.41M ﹤0.01%
63,530
-17,791
1575
$2.4M ﹤0.01%
74,912
+7,746